Lido Advisors
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Lido Advisors’s American Electric Power AEP Stock Holding History

Lido Advisors’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.68M Sell
73,138
-1,719
-2% -$218K 0.02% 391
2026
Q2 		$10.2M Buy
74,857
+19,109
+34% +$2.52M 0.03% 338
2026
Q1 		$7.31M Sell
55,748
-7,554
-12% -$945K 0.02% 378
2025
Q4 		$7.18M Buy
63,302
+1,106
+2% +$131K 0.02% 377
2025
Q3 		$7M Buy
62,196
+20,899
+51% +$2.29M 0.02% 367
2025
Q2 		$4.29M Buy
41,297
+2,651
+7% +$276K 0.02% 414
2025
Q1 		$4.22M Buy
38,646
+19,809
+105% +$2.01M 0.02% 381
2024
Q4 		$1.74M Buy
18,837
+4,095
+28% +$396K 0.01% 557
2024
Q3 		$1.51M Buy
14,742
+1,636
+12% +$160K 0.01% 553
2024
Q2 		$1.15M Buy
13,106
+2,149
+20% +$188K 0.01% 609
2024
Q1 		$943K Sell
10,957
-719
-6% -$58.4K 0.01% 675
2023
Q4 		$948K Buy
11,676
+2,444
+26% +$190K 0.01% 635
2023
Q3 		$694K Buy
9,232
+253
+3% +$20.6K 0.01% 650
2023
Q2 		$756K Buy
8,979
+2,294
+34% +$203K 0.01% 610
2023
Q1 		$608K Buy
6,685
+1,204
+22% +$110K 0.01% 613
2022
Q4 		$520K Sell
5,481
-132
-2% -$12K 0.01% 578
2022
Q3 		$485K Buy
5,613
+108
+2% +$10.7K 0.01% 558
2022
Q2 		$528K Sell
5,505
-679
-11% -$67.3K 0.01% 527
2022
Q1 		$616K Buy
6,184
+747
+14% +$68.2K 0.01% 536
2021
Q4 		$483K Buy
5,437
+1,469
+37% +$124K 0.01% 626
2021
Q3 		$322K Buy
+3,968
New +$346K ﹤0.01% 731
2020
Q2 		– Sell
-3,135
Closed -$251K – 601
2020
Q1 		$251K Sell
3,135
-1,366
-30% -$129K 0.01% 460
2019
Q4 		$425K Buy
+4,501
New +$416K 0.02% 425
2017
Q1 		– Sell
-4,716
Closed -$297K – 243
2016
Q4 		$297K Buy
+4,716
New +$291K 0.07% 134
2016
Q3 		– Sell
-5,841
Closed -$409K – 155
2016
Q2 		$409K Sell
5,841
-159
-3% -$10.4K 0.13% 77
2016
Q1 		$398K Buy
+6,000
New +$371K 0.13% 77

Other funds holding AEP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lido Advisors's AEP Position: Q3 2026 in Review

Lido Advisors reduced its American Electric Power (AEP) stake by 2.3% in Q3 2026, selling an estimated $218K and leaving 73,138 shares worth $8.68M. The position accounts for 0.02% of the portfolio, ranked #391.

Lido Advisors first reported a position in AEP in Q1 2016 and has held it in 26 quarters since. The position peaked at $10.2M in Q2 2026. 1,496 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Lido Advisors held 73,138 shares of American Electric Power worth $8.68M as of Q3 2026.
  • Lido Advisors sold 1,719 American Electric Power shares in Q3 2026, an estimated $218K.
  • American Electric Power made up 0.02% of Lido Advisors's portfolio in Q3 2026, its #391 holding.
  • Lido Advisors first reported a position in American Electric Power in Q1 2016 and has held it in 26 quarters since.
  • Lido Advisors's American Electric Power position peaked at $10.2M in Q2 2026.
  • 1,496 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.